Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
How to Be More Selective in Your Fees
I'm just trying to understand how much of it was we ratched up the minimums because we were like trying to filter people out or we were simply trying to be more selective in general. What we ended out with were saying yes to people who had much bigger dollar amounts and were good fits, that basically means we had higher minimums. I think there's a different approach of kind of luring people in by being cagey about what your fees are. So we were never quite that approach, but we got very transparent about our fees front and center on the website.
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